Similar to CPAs, Financial Advisors are very particular about whom they refer their clients to. Financial Advisors subscribe to a high code of ethics, of which trust is paramount. The Wright Team also takes ethical considerations very seriously and will certainly pass muster when it comes to meeting your standards of trust and ethics. We take pride in our transparency and will educate your clients honestly and fairly.
For your retired clients living off assets or interest from their assets, we specialize in Asset Depletion Loans which uses their assets rather than traditional income to qualify them for a loan. We are also experts at Pledged Asset Loans – your client can pledge his or her assets rather than liquidating them, while you still actively manage the portfolios and your compensation structure stays intact. This allows for the income stream from dividends and interest to go uninterrupted and they can get approved for a loan to secure the property of their dreams. There are no age restrictions on either of these products.
No matter what the situation, The Wright Team can handle it. Call us today at our Huntington Beach office at (714) 536-2200 or send us a message. We look forward to hearing from you!